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Configurable life time of tracking pages in Planio Help Desk

Feature update
Added by Jens Krämer about 1 month ago

As you might already know, Planio Help Desk allows customers to view the past communication on an issue via a public tracking page. This page shows all previous communication with the customer which was either sent to or received by them.

Although each tracking page can only be accessed through its secure individual link, which is only known to the parties involved in this communication, some of our customers expressed the desire to disable the tracking pages entirely, or to turn them off after some time, i.e. once an issue was resolved or had gone inactive.

Whether you are handling really sensitive data, or just generally want to reduce the amount of information that's exposed externally, you can now fine-tune the tracking pages visibility on the project level. To do so, navigate to the Help Desk settings of your project, where under Update notifications and tracking pages, you can configure the number of days of inactivity after which tracking pages will expire and become inaccessible. Selecting Never will entirely disable all tracking pages for this project.

Tracking page visibility setting in Planio Help Desk

Please note that only external comments sent to the customer by a logged-in user will count as activity in the context of this feature. A mere change of issue attributes for internal reasons will not affect tracking page visibility.


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Planio filters just got more powerful

Feature Update
Added by Jens Krämer 3 months ago

If you ever struggled with finding what you are looking for in Planio's issue lists, this one is for you.

The contains filter, which previously did a simple sub string match, now finds the given query terms even if they appear in a different order or are separated by words that are not part of your query. For example:

Suppose you have an issue named Water the flowers. Previously, a contains subject filter for water flowers or flower water would not have found that. Now it does! In order to get the previous behavior and match an exact phrase or substring, just enclose it in double quotes: "the flowers".

More powerful "contains" filter

But not only the contains filter got an upgrade, searching for related or parent issues works in the same way:

Searching a related issue

Note that if you have previously used the (undocumented) % and _ wildcards in your filters, you might want to use spaces instead from now on. Searching for % or _ now actually finds you values that contain that character.

Sign in to Planio with your Microsoft account

Feature Update
Added by Jens Krämer 4 months ago

We have recently added Microsoft to the growing list of identity providers that you can use to sign into your Planio account. In order to connect your Planio account with your Office365 or Microsoft Azure account, click on Your AvatarMy accountEnable login with Microsoft.

Sign in providers

Consent screen

After clicking Yes on the consent screen, you will be able to sign into your Planio account in the future just by clicking the Microsoft logo above the login form.

Automatically watch issues you have contributed to

Feature Update
Added by Jens Krämer 5 months ago

It is now possible to be added as a watcher to issues automatically whenever you update them.

In combination with one of the existing notification options that allow you to be notified for changes on items you are watching, this provides a great way to stay on top of the things that do concern you. To take advantage of this, click on Your AvatarMy account and enable the Issues I contributed to option in the new Auto watch section:

New auto watch setting

Time entries, Files and Issue Edit updates

Feature update
Added by Felix Schäfer 8 months ago

We are pleased to announce a few improvements and refinements to Planio across the board, we hope many of you will find something useful in this update!

First of all you can now allow certain users to log time for other users. This is possible when logging time, when editing logged time and even when importing time logs via a CSV import. The ability to log time for other users is subject to a new permission, please make sure to activate this permission for users requiring it.

Author selection menu for a new time log

Furthermore you can now remove the grouping by container in the Files section, sort files by size, creation date and other attributes and filter files by their names. The visibility of files and attachments is as always limited by the permissions of the current user.

Files with filter and sorting without container grouping

Last but not least, users who prefer the reverse chronological order for issue comments, i.e. the newest comments are at the top of the issue history, will find the usage of this mode much improved. Everything needed to edit the current issue and add a new comment is now located near the newest comment, i.e. the menu and edit form will now be located between the issue description and issue history when using the reverse chronological order for issue comments.

We hope these improvements will make using Planio more productive for everyone and would love to hear your feedback. If you have any questions regarding those new features or anything Planio related please get in touch.

Issue context menu on Gantt charts and calendars

Feature update
Added by Felix Schäfer 10 months ago

While we're currently more focused on infrastructure and backend work we are still trying to make Planio better and easier for your everyday use.

Many of you already know the issue context menu from the issue query lists and the subtasks and related issues lists (if don't know the issue context menu, go right-click on a row in the issue list to try it out!). We have now extended its availability to the Gantt charts (in the left-hand issue list but also on the issue progress bars of the Gantt chart) and the calendar pages. You can now make small changes to issues in the Gantt chart or calendar pages without leaving those pages, which will enable quicker iteration of your project plans.

Issue context menu on the Planio Gantt chart

We're sure all users of the Planio Gantt charts and Planio calendar will find their experience improved by those changes and would love to hear your feedback. If you have any questions regarding those new features or anything Planio related please get in touch.

Improved GitHub and Bitbucket integration

Feature Update
Added by Jens Krämer 12 months ago

External Git repositories could be integrated with Planio by means of mirrored repositories and web hooks for a long time already. A recent update now streamlines the process and makes connecting repositories on GitHub and Bitbucket with Planio a matter of just a few clicks.

Here's how it works:

In the project settings' Repositories tab, above your existing repositories, you find two links for connecting Github and Bitbucket repositories. Clicking on either of these links will load a list of potential repositories to connect from the provider.

For each repository there is a Connect to Planio button which will set up the mirrored repository in your Planio project. Any web hooks and deploy keys necessary to keey the repositories in sync will be set up automatically for you.

Please note that the first time you attempt to connect with either Bitbucket or GitHub, you will be prompted to sign in with the provider and / or give Planio permission to access your repositories.

HostedRedmine joins Planio

Added by Jan Schulz-Hofen 12 months ago

Today, HostedRedmine.com, the first and oldest free Redmine Hosting provider joins Planio.

The good news for all HostedRedmine.com users: All Redmine projects will transition seamlessly to Planio and all existing users get access to Planio features for free.

HostedRedmine.com has moved to the Planio platform. The URL as well as all logins and passwords remained the same. All users will be able to login and use Redmine just as before. They have simply been switched to the new user interface and all projects will get access to the new features. Check out the Apps tab!

Planio Apps

If you have been using Subversion at HostedRedmine.com

Planio comes with free hosted Git and Subversion repositories. You won't need a third party Subversion hosting provider anymore. However, Planio cannot connect to externally hosted SVN repos.

But you can migrate your external SVN repos to Planio! To make this seamless for you, we have built a free SVN importer. The importer lets you migrate your externally hosted Subversion to Planio in one click and keep using it just as before.

The importer is available in the Repository section in your projects.

Integrate with Planio using OAuth2

Feature Update
Added by Jens Krämer about 1 year ago

As you might know, Planio comes with a powerful REST API which covers almost all aspects of Planio. If you were working with the API before, you know that in order to use it, you had to generate an API key and use that to make authorized API calls.

This approach, while relatively easy to work with, has a few drawbacks:

  • Each API key is tied to a single user account, meaning that your application will always act as this user when interacting with Planio.
  • There is no way to restrict what an application can do - an API key always grants it's user the same set of permissions that the user it belongs to has.

OAuth 2 introduces a mechanism to restrict applications to a certain scope. Further, users need to explicitly grant access to an application before it may act on their behalf. When doing so, they will be informed about the scope, that is, what data the application is going to have access to. In the same way, a user may later decide to revert this decision and revoke access for an application at any time.

Starting today, Planio now supports OAuth 2. Check out our Guide and the API Documentation to learn more about using Planio's API with OAuth 2.

Authorizing an OAuth 2 Application

Planio navigation improvements

Feature Update
Added by Felix Schäfer over 1 year ago

Updated project picker with autocomplete

We have revamped the global project picker to make navigating large numbers of projects easier. The project picker now has an autocomplete field you can use to narrow down on the project you would like to jump to. The project picker still has a scrollable list of results, and heavy keyboard users will be happy to know the new project picker also still supports keyboard navigation.

The new project picker also sports 2 power-user features: recently used and bookmarked projects. Recently used projects will show up at the top of the project picker just below the autocomplete box, this way you will be able to quickly jump to projects you already have been working on recently. Last but not least you can now bookmark projects on the Overview page of a project using the icon in the top right contextual menu. Your bookmarked projects will then appear at the top of the projects listed in your project picker.

Gif of the new project picker in action

New project picker in Planio

Global tabs

We have brought the tabs you already know from projects to global views, making it easier to access for example the global issue or time entry list. Going to the global issue list now doesn't involve selecting the project list from your user menu and clicking the "view all issues" button, you can now directly jump to the global issue list from the Planio start page.

The global tabs also feature the same +-menu than the project tabs which allows you to quickly enter an issue and then select which project it should go to or to quickly access the various import functions of Planio.

Many more small improvements

This version of Planio also brings lots of smaller improvements, like some new filters in the issues query or refinements to some UI elements.

There are 2 additions to custom fields that we would like to highlight. First is the new File type for custom fields. If there's a type of document that should be attached in a structured way to certain issues, you can now define a File type custom field for those issues! Second is a UI option for Long Text type custom fields, which can now be configured to be displayed as full width, which will improve the experience of entering and reading really long texts in custom fields.

Last but not least is a great improvement to Time Entry Queries some of you have requested: Time Entry Queries can now be saved with mostly the same experience as for saving Issue Queries. This will allow frequent users of Time Entry Queries to save queries they use often and speed up this part of their Planio usage.

We're sure every user will find their Planio experience improved by those changes and would love to hear your feedback. If you have any questions regarding those new features or anything Planio related please get in touch.

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